7148 results found
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2 votes
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Smart content block: keep the block if the document was pulled back to Draft
We’re also finding this happens before the document is “Sent.” If it needs to be pulled back while going through the “Approval” process, the smart content blocks are removed.
We can add in our process a sanity check to make sure any required optional smart content is selected, but it would be nice if the smart content boxes aren’t removed until after a document completes the “Approval” process.
2 votes -
Authorize.net Emulator
Have the ability to use a gateway that has authorized.net. emulation
2 votes -
Combine image and text block / add image to a text block to connect them
Combine image and text block / add image to a text block to connect them
2 votes -
Highlight the price of a product in the quote
Highlight the price of a product in the quote
2 votes -
To show that the changes in SalesForce was made by the automation
The client sees that when the Opportunity changes its status when the signer completes the document when Change Salesforce opportunity stage whenever a document’s status is updated automation i used. They want to see the name of the used automation instead of the signer's name in SF when the automation is used.
2 votes -
Document deletion via API: keep the document in trash folder
Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API
2 votes -
Mobile app: Shared with me tab
Option to see "Shared with me" tab when using mobile app (on Android and iOS)
2 votes -
2 votes
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Option to Hide Fields in Catalog for Specific Users
Option to hide specific fields, such as price and cost, in the Catalog for certain account users.
2 votes -
pass mobile and phone number from salesforce
pass mobile and phone number from salesforce
For now, only one number mobile or phone can be populated
2 votes -
Access 'Sensitive' & 'Highly Sensitive' Data tokens for Auto-populating Templates
When creating a document, we get to automatically populate fields by mapping the relevant hubspot properties.
Hubspot now has support for 'Sensitive' and 'Highly Sensitive' properties which contain details like payment cards, government ID's etc. These properties are not available currently as tokens to be mapped into PandaDoc.
It's a hassle, because everything comes over, and then we have to manually copy all the 'sensitive data'.
In my search of a solution, Hubspot's documentation says that PandaDoc development needs to request access to these new sensitive and highly sensitive property 'Scopes' in order to allow mapping tokens to be used.
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2 votes -
Option to upload a custom font from Type Together
Option to upload a custom font from Type Together
2 votes -
Contract repository: ability to retrieve data from Data fields via API
Ability to retrieve data from document Data fields via API
2 votes -
2 votes
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Ability to switch between on demand and bring your own notary sessions.
Option in notary dashboard to switch between on demand and bring your own notary sessions. Currently have to manage this via separate workspaces and emails which is challenging but needed as their users while sometimes doing BYON, also on occasion need to launch an on demand session.
2 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Option to expand radio button from one page to another
Ability to expand the radio button from one page to another in case there is a page break
2 votes -
[Word Import] Option to Upload Editable Word Documents with Preserved Comments
Option to Upload Editable Word Documents with Preserved Comments
2 votes -
Pass images from Google Sheets to PandaDoc documents
Pass images from Google Sheets to PandaDoc documents
2 votes -
Quote builder: ability to reflect the total for recurring products based on contract term
In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.
2 votes
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